Marshall Sterman, CPA

Partner, Structured Finance

Practice Strengths

Accounting and Auditing

Due Diligence Reviews

Securitizations

Litigation Support

Agreed- Upon Procedures

Forensic Accounting

Profitability Enhancement

Mergers and Acquisitions

Strategic Planning

Inventory Management

Cost Management

Succession Planning

Industry Expertise

Equipment Leasing

Auto Leasing

Specialty Finance Companies

Sub-Prime Assets

Manufacturing

Distribution

Experience

With over 30 years of professional experience, Mr. Sterman provides accounting, auditing, securitization, due diligence, forensic accounting, litigation support, and mergers and acquisition services to specialty finance companies and their investors and lenders. He reviews gain-on-sale recognition accounting for transfers and servicing of financial assets. He possesses special expertise of the leasing and loan industry with a focus on auto and equipment leasing and commercial finance. Mr. Sterman also performs collateral reviews for lenders, investors and other lease portfolio acquirers.

In addition to working with structured finance companies, Mr. Sterman provides accounting and auditing services to manufacturers and distributors in numerous industries including food, plastic, machinery and parts, and paper products. His diverse experience encompasses mergers and acquisitions, due diligence, negotiating financing, inventory reduction, and profit enhancement. He has prepared and reviewed operating and financial budgets, business plans and cash flow needs.

Licenses

Certified Public Accountant, New York

Certified Public Accountant, New Jersey

Certified Public Accountant, Massachusetts

Certified Public Accountant, Connecticut

  

Education

BBA in Public Accounting, Bernard Baruch College, CUNY

Trained Profit Enhancement Advisor, The Profit Institute

Affiliations and Committee Service

New York State Society of Certified Public Accountants

    Leasing and Finance Committee, Former Chairman

    Cooperation with Bankers, former member

    Cooperation with Attorneys, former member

Equipment Leasing Association of America (ELA)

National Vehicle Leasing Association

American Production and Inventory Control Society (APICS)

Association of Food Industries

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Chamber of Commerce of Brooklyn, Queens and Yonkers

American Management Association

New York Venture Group

Who's Who Among Rising Young Americans

Long Island Venture Group

  

Publications and Speeches

Frequent contributor to management consulting trade publications

Author of "Activity Based Costing" Weiser Adviser

Frequent speaker before various trade associations and industry groups

"The Fine Print of Private Fleets," article in Inbound Logistics

"Maximizing Results from Referrals: Going beyond the traditional sources," speech at Practice Development Institute's Best Practice Conference

Foundation for Accounting Education, Leasing Conference Chairperson

Foundation for Accounting Education, International Trade, Finance & Leasing Conference Chair